Financial Planning Director
My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.
I have had the benefit of advising clients for over a decade and over that time I've focused on developing and improving my skills and expertise. I'm particularly interested in helping my clients plan and prepare for later life and I am Accredited by the Society of Later Life Advisers. The complexities of the many decisions clients or their family may need to face when looking at issues such as care funding matters or estate planning, need careful and considered advice. I use my experience and knowledge to help them make clear and informed decisions. I believe in empowering clients to develop their practical and emotional relationship with money and have undertaken additional training in this area. I attained the Financial Coach Practitioner Certificate and NLP Master Practitioner. I achieved Chartered Financial Planner status in 2019.
Outside of work my young daughter keeps me busy. As a family we spend as much time in the great outdoors as possible and enjoy regular trips in our campervan, often to areas where we can hike, bike, climb or swim. We're lucky that we live on the edge of the New Forest and enjoy exploring the area on our bikes and by foot.
My areas of expertise
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Helping private clients with your life goals and investment choices
I'm also an expert in...
Where the best wild swims are in Purbeck.
I joined Investec as I wanted to be part of the Investec family. Investec truly does provide Out of the Ordinary client service, focusing on the needs and goals of our clients and recognising the importance of building long term relationships.